Professional Financial Consultant

3 weeks ago


Andover, Hampshire, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Opportunity

We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.

About the Role

As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients in the Newbury, Andover, and Basingstoke areas.

Key Responsibilities

  1. Deliver financial planning advice to clients, either in-person or virtually via Microsoft Teams.
  2. Service clients with existing client banks, either from internal changes or retiring advisers.
  3. Convert business opportunities provided by the company through marketing initiatives.
  4. Build the client portfolio through proactive activities, including referrals, networking, and social media utilization.

Requirements

To be successful in this role, you should have:

  • A Level 4 Diploma in Financial Planning and CAS status for financial planning advice.
  • A proven track record of converting business opportunities.
  • Chartered status or close to Chartered status.

What We Offer

As a Financial Advisor with Premier Jobs UK Limited, you can expect:

  • A salary of £40,000 - £75,000, subject to experience and qualifications.
  • Holiday pay, phone, laptop, and bonus structure.
  • A home-based role with travel to meet clients in person and use of regional offices if preferred.
  • A self-employed option available for those who prefer.


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